Fluent to Exhibit at SPARK and TSAM

October 23, 2015

Fluent has a busy month ahead! We will be exhibiting at two important industry conferences and I hope we have the opportunity to see you at either one.

The first, is the Retirement Communities’ most significant gathering of industry plan providers and leaders, the SPARK Forum on November 8-10 in Palm, Beach Florida. The second, is TSAM, the world’s leading event for developing efficient investment management companies, on November 19th. At TSAM, the Asset Manager Community will gather in Boston, Massachusetts to discuss the pressing challenges facing money management today.

I am sure you agree, we are living in extraordinary and historic times not only in world events, the economy and US politics, but equally for the Retirement and Money Management Community. As our industry has matured, it faces commoditization from product saturation, reductions in fee revenue and increased regulation. We have to ask– what is the paradigm that will create the next growth curve?

As we talk to our clients, we have learned that their business partners, including advisors, sponsors and investors, need current and relevant information on demand in order to make fluid decisions about where their dollars will go amongst competing interests. In turn, our client’s in the field need to answer the call with mobile and other leading edge presentation capabilities in order to demonstrate their service value at every meeting and feel confident they are prepared for the next one.

Come by our exhibit space and learn what we are doing at Fluent to support leading investment services companies meet market and client expectations. At Fluent, we optimize the preparation, access and delivery of plan and investment data, so retirement professionals and money managers can deliver current, meaningful information that injects confidence and builds their brand.

See you in Florida on November 8-10 and/ or in Boston on November 19th.

Plan Health: A Dynamic Presentation Tool Have you ever been asked an unexpected question during…

Testimonials

Fluent understands the challenges we face in the retirement space and they are flexible, creative and knowledgeable. If you are looking for a business partner and not just a vendor, Fluent is a great fit.”

A large 403B Plan Provider serving the education, health and not for profit markets

I am very impressed with the average client tenure for Fluent. Big-name clients come and they stay for a long time: that means a lot when you are looking to work with a reputable firm.”

A growing 401k provider serving the small and mid-size markets.

Lots of things come to mind when I think about our relationship with Fluent that you wouldn’t normally associate with a vendor: we like how down-to-earth they are, that they have a lot of personality is endearing, and that our account manager actually listens to us and gives us helpful, valuable guidance is incredibly rare in the industry. We feel confident and heard, always.”

An aggressively growing 401k Plan Provider serving the small and mid-size markets.

Fluent is a true business partner in every sense of the world. Others may have slicker marketing material or flashier presentations, but once you start asking questions you realize what counts is data. Fluent has all the data and you can deploy it into any range of reports – a real value add.”

A large Asset Manager promoting mutual funds and strategies for retail and institutional markets.

I was amazed at how fast Fluent came in and got our business. They hit the ground running, right from the very first discussion. They are a great partner. We work in tandem extremely well.”

The technology team leader of a large 401k Plan Provider

Fluent has the best understanding of us: our business, our data. They are flexible, creative and knowledgeable. They are real people, not a big corporation. Best of all, they get work done.”

A large proprietary Asset Manager of a market leading 403b Recordkeeper

Fluent is engaged. One of the nicest things about working with Fluent is they really get to know your business. They peel back the layers, uncovering a lot of things you didn’t even realize was going on. We found inconsistences and errors we didn’t even know existed when we started using Fluent due to their due diligence.”

A large International Bank with a full suite of financial services

Fluent is flexible and accommodating, a great value. They have a willingness to really help make our lives easier and get the job done. Fluent truly cares about their customers, and rolls up its sleeves to work hard and exceed our expectations.”

A large US Domestic Bank representing a full suite of financial services